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Deactivating Effective Dating Records

For the records that administrators set up as effective dating records, agents can select the effective date of the record deactivation. Also, records that are deactivated because of data received from an external application can have an effective date of the record deactivation. Deactivated records are not deleted from the Siebel Public Sector application, and you can view these records if you select Show All Records in the view menu. For more information about working with effective dating for records, see About Effective Dating for Field Values and Records.

NOTE:  Do not deactivate an effective dating record by selecting an entry in the Link History dialog box and clicking the Delete button in that dialog box. Instead, follow the procedures in this topic. Click the Delete button in the Link History dialog box only to purge record history.

Deactivating Effective Dating Records For Disabled Status Fields

Complete the following procedure to deactivate an effective dating record for which the Status field is disabled.

To deactivate an effective dating record for which the Status field is disabled

1. Navigate to the appropriate view.

   Only active records appear in the view.

2. Select the record that you want to deactivate, and click Delete.

   NOTE:  If the Delete button is not available in the view, then select Delete Record in the view menu.

   After you click OK for the message to confirm the deletion, the record is inactive and no longer appears in the view for active records.

3. (Optional) To change the date range of the deactivated record, complete the following steps:
   1. Select Show All Records in the view menu.

      The deactivated record appears. You cannot add or deactivate records in the Show All mode.

   2. Select the deactivated record, and click Link History.

      The Link History dialog box appears showing an entry for the record deactivation with an effective end date.

   3. Change the date range for the entry.
   4. Click Close to close the Link History dialog box.
4. (Optional) To reverse a record deactivation, complete the following steps:
   1. Select Show All Records in the view menu.

      The deactivated record appears. You cannot add or deactivate records in the Show All mode.

   2. Select the deactivated record, and select Undelete Record in the view menu.
   3. Select Show Active Records in the view menu.

      The record is added to the view again.

5. (Optional) To change the date range of a record addition, complete the following steps:
   1. Select Show Active Records in the view menu.
   2. Select the added record, and click Link History.

      The Link History dialog box appears showing an entry for the record deactivation and an entry for the record addition with an effective start date.

   3. Change the date range for the entry for the record addition.
   4. Click Close to close the Link History dialog box.

Deactivating Effective Dating Records For Enabled Status Fields

Complete the following procedure to deactivate an effective dating record for which the Status field is enabled. If the Status field is enabled, then you cannot click the Delete button in the view to deactivate an effective dating record. Also, you cannot select Undelete Record in the view menu to reverse a record deactivation.

To deactivate an effective dating record for which the Status field is enabled

1. Navigate to the appropriate view.

   Only active records appear in the view.

2. To deactivate the effective dating record, complete the following steps:
   1. Select the record you want to deactivate, and click Link History.

      The Link History dialog box appears showing an entry for the record with a Status field value of Approved.

   2. Create a new entry.
   3. In the new dialog box that appears, select the starting date for the new entry, select the ending date for the new entry, and click Save to save your changes.

      The Link History dialog box appears again showing an entry for the record with a Status field value of Approved and the new entry with a Status field value of Pending.

   4. (Optional) Change the date range for the new entry.
   5. Click Close to close the Link History dialog box.

      The record still appears in the view when you select Show Active Records in the view menu because the entry for the record deactivation has a Status field value of Pending. When an agent with the proper authority changes this Status field value to Approved, the record is deactivated (if the date range of the entry for the record deactivation does not include the current date), and the record no longer appears as an active record.

3. (Optional) To reverse a record deactivation, complete the following steps:
   1. Select Show All Records in the view menu.

      The deactivated record appears. You cannot add or deactivate records in the Show All mode.

   2. Select the deactivated record, and click Link History.

      The Link History dialog box appears showing an entry for the record deactivation with a Status field value of Approved.

   3. Create a new entry.
   4. In the new dialog box that appears, select the starting date for the new entry, and click Save to save your changes.

      The Link History dialog box appears again showing an entry for the record deactivation with a Status field value of Approved and the new entry with a Status field value of Pending.

   5. (Optional) Change the date range for the new entry.
   6. Click Close to close the Link History dialog box.

      The record does not appear in the view when you select Show Active Records in the view menu because the entry for the record addition has a Status field value of Pending. When an agent with the proper authority changes this Status field value to Approved, the record is added again (if the date range of the entry for the record addition includes the current date), and the record appears as an active record.